Financial Planning
In addition to working with you on the management of your investments, Consolidated Financial will also help you plan for Retirement and assess additional Financial Planning needs:
- Cash Flow Planning
- Goal Setting
- College Funding
- Employee Benefits Coordination
- Insurance (Life, Disability, LTC)
- Social Security Analysis
- Retirement Planning
- Charitable Giving
- Titling of Assets
- Distribution of Assets
We use industry leading MoneyGuidePro to build Financial and Retirement Planning scenarios to help our clients reach their lifetime, retirement & other financial planning goals.